Barry Wheeles

Executive Director Private Client Group at Zacks Investment Management, Inc.

Barry Wheeles

Barry Wheeles

Executive Director Private Client Group at Zacks Investment Management, Inc.

Overview
Career Highlights

Zacks Investment Management, Inc.

RelSci Relationships

55

Relationships
RelSci Relationships are individuals Barry Wheeles likely has professional access to. A relationship does not necessarily indicate a personal connection.

Co-Founder at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Chief Financial Officer at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Chief Compliance Officer at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Managing Director at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Principal & Senior Portfolio Manager at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Fixed Income Portfolio Manager at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President, South East at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President, North East at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Regional Vice President, Mountain at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Divisional Vice President, Mid Atlantic at Zacks Investment Management, Inc.

Relationship likelihood: Strong

Paths to Barry Wheeles
Potential Connections via
Relationship Science
You
Barry Wheeles
Executive Director Private Client Group at Zacks Investment Management, Inc.
Career History
Executive Director Private Client Group
Current

Zack Investment Management (ZIM) manages their investment strategies through the application of a hybrid research process, which uses both quantitative and qualitative criteria. The firm uses proprietary models to quantitatively assess the attractiveness of a large universe of stocks based primarily on an analysis of changing patterns of multiple fundamental factors. They utilize data from Zacks Investment Research as a tool inmanaging portfolios.ZIM provides wealth management services which use asset allocation models to consider a number of macro- and microeconomic indicators. Portfolios are constructed based on each client's individual investment goals, time horizon and risk tolerance. ZIM incorporates a strategic mix of asset classes rather than attempting to pick the single best performing asset class or individual security. The firm also incorporates a separate model designed to predict the future value of interest rates, credit spreads and inflation. ZIM's investment strategies include: Quantitative; Focused Growth; International Equity, All-Cap Core, Dividend, Fixed Income, MLPs, Preferred Income, Market Neutral, Small- Cap Core, Mid-Cap and Global Tactical.

Other Affiliations

Barry Wheeles is affiliated with Zacks Investment Management, Inc.

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Barry Wheeles. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Barry Wheeles's profile does not indicate a business or promotional relationship of any kind between RelSci and Barry Wheeles.